WCM

Wisconsin Capital Management Portfolio holdings

AUM $181M
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$877K
3
+$690K
4
TRI icon
Thomson Reuters
TRI
+$224K
5
TTEK icon
Tetra Tech
TTEK
+$215K

Top Sells

1
+$2.87M
2
+$1.31M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$722K
5
MBLY icon
Mobileye
MBLY
+$579K

Sector Composition

1 Technology 40.32%
2 Financials 14.09%
3 Healthcare 10.6%
4 Consumer Staples 8.14%
5 Energy 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 1.87%
11,552
+74
27
$3.53M 1.85%
250,400
-2,000
28
$3.33M 1.75%
28,675
29
$3.18M 1.67%
39,800
-5,000
30
$3.08M 1.62%
7,715
+260
31
$2.41M 1.27%
15,105
32
$2.28M 1.2%
13,010
+500
33
$2.14M 1.13%
16,254
-200
34
$1.7M 0.89%
15,000
35
$1.33M 0.7%
54,000
36
$1.22M 0.64%
45,000
37
$1.13M 0.59%
7,440
38
$690K 0.36%
+1,207
39
$558K 0.29%
19,300
-2,000
40
$462K 0.24%
1,291
+13
41
$300K 0.16%
9,328
-18,000
42
$253K 0.13%
3,500
43
$241K 0.13%
2,550
44
$227K 0.12%
2,000
45
$224K 0.12%
+1,435
46
$215K 0.11%
+5,825
47
$15.3K 0.01%
20,000
1
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